In 2016, I co-founded Integrity Wealth Solutions as an aspiration to break from the traditional advisory model, which focuses more on the advisor’s high fees and build a practice centered around the client by providing insightful financial strategies customized to their needs under an intelligent FLAT fee structure.As a Certified Financial Planner®, I help client's plan for their unique financial goals. Whether it be retirement, education, tax, or legacy planning my core conviction is to deliver what clients need most: a quarterback to coordinate all of their financial planning efforts, including their investment strategies and behaviors. I also strongly believe in coordinating with other members of my clients’ teams, including accountants, attorneys, and insurance specialists who contribute to each client’s overall strategy.

Financial ConsultantM.J.Smith & AssociatesGreenwood Village, CO2012 – July 2016As a Certified Financial Planning® professional, I advised on financial planning, wealth building and asset management for an established client base for this independent registered investment advisor serving the Denver area. I built and maintained strong relationships with clients by working in tandem to achieve financial goals and lifestyle desires. With a strong foundation of qualified employer sponsored retirement plans, I also helped businesses and business owners develop, offer and service retirement plans such as 401(k), SEP IRA, Simple IRAs, and Defined Benefit plans to their employees.

Investment CounselorFisher InvestmentsCamas, WA2011 - 2012 Fisher is an independent money management firm managing billions of dollars for 25,000+ private clients, and more than 100 large institutions. There, I applied my advanced knowledge of finance and capital markets to cultivate relationships with 150 high net worth clients with an average account balance of $1 million. I also took care to provide exceptional service and accurate communications about the current market strategy and portfolio updates from the investment decision-makers to the clients.

Vice President, Finance, Accounting & OperationsHofgard Insurance, Inc.Boulder, CO2007 – 2011 Hofgard provided insurance sales and services for selected clients and businesses. This was an organizational outgrowth of Hofgard & Company. Accordingly, I served as a trusted advisor to the CEO while providing key contributions to this new venture including overseeing decisions related to hiring, performance metrics, terminations and business strategy. I also managed initiatives related to human resources, information technology, marketing, sales, accounting and finance.I achieved the following while at Hofgard Insurance:• Assisted the CEO in establishing the annual operating plans, operational requirements, organizational structure, staff and budget.• Secured the financial integrity of the firm by developing and installing financial policies, setting compliance standards and implementing the right technology to support the operating, sales and finance functions. Registered Representative & Life Insurance AgentHofgard & Company, Inc. & Hofgard InsuranceBoulder, CO1999 – 2011 Hofgard and Company offered a full suite of insurance and consulting products and services. I managed accounts of high-net-worth clients and for retirement plans all through my tenure at both Hofgard companies.

Vice President, Finance, Accounting & OperationsHofgard Insurance, Inc.Boulder, CO2007 – 2011 I served as a key member of the senior management team in developing the annual operating plans, operational requirements, organizational structure, staff and budget needed to achieve strategic business objectives. I handled all financial pro forma and forecasting and provided major assistance in structuring the deal to sell 80% of the company’s assets and retaining 20% to form Hofgard Insurance.In this role, I was responsible for:• 500% annual revenue increase managed by growing the capabilities of the finance department.• Reduced employee turnover to nearly zero by designing and implementing employee rewards initiatives and other programs that also resulted in high staff morale and productivity.• 1,550 participants and 54 clients acquired from a zero base by driving the successful launch and administration of a secondary profitable division.• 50% decrease in paper noted by developing customer-centric processes and streamlining operations. • Selected to assist the new ownership in transitioning staff and integrating financial and general operations.• 38% sales initiative improvement achieved through the design and implementation of a new sales compensation program.

Provided general bookkeeping and administrative services.

Assisted President Bryon Rayburn, a financial planner, in developing financial/quarterly reports for clients, general client services, and account management.